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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3126
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$154K -$168K 3 0.04% Reduced
3127
SFCL
Strengthening Families & Communities LLC
Massachusetts
$152K +$203K 1 0.04% New
3128
SWM
Sugarloaf Wealth Management
Georgia
$151K +$49.6K 6 0.03% Increased
3129
Bell Investment Advisors
Bell Investment Advisors
California
$148K +$9.26K 8 0.04% Increased
3130
Sound Income Strategies
Sound Income Strategies
Florida
$148K +$6.92K 4 0.02% Increased
3131
SWM
Selective Wealth Management
Virginia
$147K +$68.3K 3 0.06% Increased
3132
EARNEST Partners
EARNEST Partners
Georgia
$146K $0 3 0% Maintained
3133
Landscape Capital Management
Landscape Capital Management
New Jersey
$144K -$197K 1 0.02% Reduced
3134
JWBC
John W. Brooker & Co
California
$138K -$114K 2 0.07% Reduced
3135
Key Financial Inc
Key Financial Inc
Pennsylvania
$136K +$872 4 0.07% Increased
3136
Estabrook Capital Management
Estabrook Capital Management
New York
$136K +$156K 1 0.02% New
3137
SC
Sawyer & Company
Massachusetts
$135K +$127K 1 0.06% Increased
3138
SFO
Standard Family Office
South Dakota
$134K +$154K 1 1.19% New
3139
Hendershot Investments
Hendershot Investments
Virginia
$132K $0 1 0.02% Maintained
3140
JGIA
Jackson Grant Investment Advisers
Connecticut
$132K -$92.7K 2 0.07% Reduced
3141
Charter Oak Capital Management
Charter Oak Capital Management
New Hampshire
$131K +$59.2K 7 0.02% Increased
3142
SFPG
Stonebridge Financial Planning Group
Florida
$131K -$58.3K 4 0.07% Reduced
3143
Center for Financial Planning
Center for Financial Planning
Michigan
$130K +$50.7K 4 0.03% Increased
3144
Private Ocean
Private Ocean
California
$130K +$32.7K 6 0.02% Increased
3145
CWM
CarsonAllaria Wealth Management
Illinois
$129K +$160K 4 0.11% New
3146
GC
Gratia Capital
California
$128K +$209K 1 0.15% New
3147
WSWA
Warren Street Wealth Advisors
California
$126K +$145K 1 0.12% New
3148
RCA
Riverview Capital Advisers
Massachusetts
$125K +$143K 1 0.06% New
3149
CWA
Clearview Wealth Advisors
Oregon
$124K -$234K 6 0.08% Reduced
3150
Chilton Capital Management
Chilton Capital Management
Texas
$123K +$148K 5 0.01% New